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Bo Hanson

@Abound Wealth Management

Latest period2024 - Q4ReportedManaged Assets$311.747MTotal holdings1225
Assets growth rate3.53%Assets growth rate (2-Q avg)7.28%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Abound Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1225 positions.

Assets under management

The assets under management (AUM) of Abound Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 311.747M in assets, with a quarterly growth rate of 3.53% and a 2-quarter average growth rate of 7.28%. The portfolio is managed by Bo Hanson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 3.3%
0.04%
$106,688
251 shares@ $425.06 avg price
CVXChevron Corp New
Recent Activity
Decreased -22.46%
0.04%
$106,388
735 shares@ $144.75 avg price
VOVanguard Index Fds
Recent Activity
Increased 22.61%
0.04%
$104,724
396 shares@ $264.46 avg price
MELIMercadolibre Inc
Recent Activity
0.04%
$102,027
60 shares@ $1700.45 avg price
IYTIshares Tr
Recent Activity
0.04%
$99,261
1,469 shares@ $67.58 avg price
SYYSysco Corp
Recent Activity
Decreased -3.42%
0.04%
$99,206
1,297 shares@ $76.49 avg price
GEGe Aerospace
Recent Activity
Decreased -10.19%
0.04%
$98,346
590 shares@ $166.69 avg price
RSReliance Inc
Recent Activity
Increased 35700%
0.04%
$96,274
358 shares@ $268.93 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -19.88%
0.04%
$94,979
955 shares@ $99.46 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 492.46%
0.04%
$94,965
1,256 shares@ $75.61 avg price